Energy Recovery Q3 EPS Forecast Reduced by Seaport Res Ptn

Key Points

• Seaport Res Ptn has reduced its Q3 2025 earnings per share (EPS) estimate for Energy Recovery to $0.05, down from a previous forecast of $0.19, while full-year 2025 earnings are now expected to be $0.55 per share.
• Analysts have mixed ratings on Energy Recovery, with two giving a strong buy, two a buy, and two a hold, resulting in a current consensus rating of "Buy" and an average price target of $18.67.
• Insider trading activity includes Director Arve Hanstveit selling 30,000 shares, resulting in a 4.38% decrease in their position, amidst a backdrop of significant institutional investment in the company.

Energy Recovery, Inc. (NASDAQ:ERII - Free Report) - Analysts at Seaport Res Ptn cut their Q3 2025 EPS estimates for shares of Energy Recovery in a research report issued on Wednesday, August 13th. Seaport Res Ptn analyst J. Campbell now expects that the industrial products company will post earnings of $0.05 per share for the quarter, down from their prior forecast of $0.19. The consensus estimate for Energy Recovery's current full-year earnings is $0.36 per share. Seaport Res Ptn also issued estimates for Energy Recovery's Q4 2025 earnings at $0.64 EPS, FY2025 earnings at $0.55 EPS and FY2026 earnings at $0.73 EPS.

A number of other equities analysts have also recently commented on ERII. B. Riley lifted their target price on shares of Energy Recovery from $12.50 to $14.00 and gave the company a "neutral" rating in a report on Thursday, August 7th. Fearnley Fonds raised shares of Energy Recovery from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, May 20th. Finally, Wall Street Zen cut shares of Energy Recovery from a "buy" rating to a "hold" rating in a research note on Thursday, May 8th. Two investment analysts have rated the stock with a hold rating, two have issued a buy rating and two have given a strong buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Buy" and an average price target of $18.67.

Energy Recovery Price Performance

Shares of Energy Recovery stock opened at $14.18 on Monday. The firm's fifty day simple moving average is $13.20 and its 200-day simple moving average is $14.14. The stock has a market capitalization of $754.38 million, a price-to-earnings ratio of 33.76 and a beta of 1.03. Energy Recovery has a 12 month low of $10.86 and a 12 month high of $20.27.

Insider Buying and Selling at Energy Recovery

In other news, Director Arve Hanstveit sold 30,000 shares of the company's stock in a transaction on Thursday, June 12th. The shares were sold at an average price of $12.68, for a total transaction of $380,400.00. Following the transaction, the director directly owned 655,220 shares of the company's stock, valued at $8,308,189.60. This represents a 4.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Rodney Clemente sold 5,387 shares of the company's stock in a transaction on Monday, July 28th. The stock was sold at an average price of $13.97, for a total transaction of $75,256.39. Following the transaction, the senior vice president directly owned 100,765 shares in the company, valued at approximately $1,407,687.05. This trade represents a 5.07% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 55,387 shares of company stock worth $710,656 over the last three months. 3.20% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Energy Recovery

Several institutional investors and hedge funds have recently made changes to their positions in ERII. Bank of Montreal Can lifted its holdings in Energy Recovery by 99.0% in the 4th quarter. Bank of Montreal Can now owns 49,358 shares of the industrial products company's stock valued at $726,000 after purchasing an additional 24,555 shares in the last quarter. Rhumbline Advisers lifted its holdings in Energy Recovery by 7.5% in the 1st quarter. Rhumbline Advisers now owns 83,125 shares of the industrial products company's stock valued at $1,321,000 after purchasing an additional 5,781 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in Energy Recovery by 9.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 38,275 shares of the industrial products company's stock valued at $563,000 after purchasing an additional 3,364 shares in the last quarter. Teacher Retirement System of Texas purchased a new position in Energy Recovery in the 1st quarter valued at about $430,000. Finally, Susquehanna Fundamental Investments LLC purchased a new position in Energy Recovery in the 4th quarter valued at about $860,000. 83.58% of the stock is currently owned by hedge funds and other institutional investors.

About Energy Recovery

Energy Recovery, Inc, together with its subsidiaries, designs, manufactures, and sells energy efficiency technology solutions in the Americas, the Middle East, Africa, Asia, and Europe. The company operates through Water and Emerging Technologies segments. The company offers high and low pressure, and ultra pressure exchangers; AT and LPT hydraulic turbochargers; and high-pressure feed and circulation booster pumps for use in seawater and brackish desalination, and wastewater treatment.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.